Wealth Alliance Closed Holding Positions

Wealth Alliance

  • $811 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MKC
Mccormick & CO Inc

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
2,340
$81.03 - $88.61 $190K - $207K
General Electric CO Com Usd0.06
Q3 2021 Filed on Nov 12, 2021
20,718
N/A
JTKWY
Just Eat Takeaway.Com N.V.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
11,542
$14.53 - $19.58 $168K - $226K
AKAM
Akamai Technologies Inc

Technology
Q3 2021 Filed on Nov 12, 2021
2,213
$104.59 - $119.92 $231K - $265K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
3,046
$56.38 - $72.1 $172K - $220K
STNE
Stone Co Ltd.

Technology
Q3 2021 Filed on Nov 12, 2021
3,851
$34.68 - $69.91 $134K - $269K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
1,009
$194.92 - $220.69 $197K - $223K
Ishares Gold Trust Ishares Isin #Us4642851053 Sedol B0 Sf3 S5
Q2 2021 Filed on Aug 16, 2021
182,132
N/A
TAL
Tal Education Group

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
5,896
$20.62 - $63.0 $122K - $371K
KSU
Kansas City Southern

Industrials
Q2 2021 Filed on Aug 16, 2021
1,055
N/A
Corelogic Inc Com Usd0.00001
Q2 2021 Filed on Aug 16, 2021
3,516
N/A
VUG
Vanguard Growth ETF

ETFs
Q1 2021 Filed on May 18, 2021
1,732
$243.15 - $268.9 $421K - $466K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q1 2021 Filed on May 18, 2021
4,400
$28.67 - $52.59 $126K - $231K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q1 2021 Filed on May 18, 2021
2,134
$119.63 - $199.9 $255K - $427K
Allianzgi Nfj Dividend Int & Prem Fund
Q1 2021 Filed on May 18, 2021
66,042
N/A
M
Macy'S, Inc.

Consumer Cyclical
Q1 2021 Filed on May 18, 2021
10,000
$11.22 - $20.76 $112K - $208K
LBRDK
Liberty Broadband Corp

Communication Services
Q1 2021 Filed on May 18, 2021
1,547
$142.73 - $156.84 $221K - $243K
CSX
Csx Corp

Industrials
Q1 2021 Filed on May 18, 2021
2,375
$27.96 - $32.55 $66.4K - $77.3K
FIVN
Five9, Inc.

Technology
Q1 2021 Filed on May 18, 2021
1,467
$151.44 - $197.79 $222K - $290K
SEEL
Seelos Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 18, 2021
50,000
$1.35 - $4.99 $67.5K - $250K
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q1 2021 Filed on May 18, 2021
8,100
$23.82 - $32.95 $193K - $267K
IAA
Iaa, Inc.

Industrials
Q1 2021 Filed on May 18, 2021
3,539
$53.97 - $66.09 $191K - $234K
New Oriental Ed & Technology G Spon Adr
Q1 2021 Filed on May 18, 2021
1,220
N/A
Alexion Pharmaceuticals Inc Com
Q4 2020 Filed on Feb 11, 2021
2,177
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2020 Filed on Feb 11, 2021
9,738
$34.08 - $42.44 $332K - $413K
Servicemaster Global Hldgs Inc Com
Q4 2020 Filed on Feb 11, 2021
6,903
N/A
GSK
Gsk PLC

Healthcare
Q4 2020 Filed on Feb 11, 2021
14,426
$34.07 - $39.94 $491K - $576K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 13, 2020
4,858
$59.32 - $70.5 $288K - $342K
Seattle Genetics Inc Com
Q3 2020 Filed on Nov 13, 2020
1,599
N/A
Wpx Energy Inc Com
Q3 2020 Filed on Nov 13, 2020
11,286
N/A
DBO
Invesco Db Oil Fund

ETFs
Q3 2020 Filed on Nov 13, 2020
13,791
$6.83 - $7.81 $94.2K - $108K
SDC
Smile Direct Club, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
12,780
$7.29 - $11.93 $93.2K - $152K
URTH
Ishares Msci World ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
6,366
$74.4 - $96.9 $474K - $617K
Raytheon CO Com New
Q2 2020 Filed on Aug 14, 2020
1,619
N/A
VT
Vanguard Total World Stk Index

ETFs
Q2 2020 Filed on Aug 14, 2020
3,527
$60.03 - $78.43 $212K - $277K
MRO
Marathon Oil Corp

Energy
Q2 2020 Filed on Aug 14, 2020
12,368
$3.12 - $8.43 $38.6K - $104K
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
2,172
$88.97 - $115.84 $193K - $252K
China Mobile Limited Sponsored Adr
Q2 2020 Filed on Aug 14, 2020
5,897
N/A
Alerian Mlp ETF
Q2 2020 Filed on Aug 14, 2020
896,647
N/A
Gds Hldgs LTD 2 06/01/2025
Q1 2020 Filed on May 15, 2020
20,000
N/A
ING
Ing Groep Nv

Financial Services
Q1 2020 Filed on May 15, 2020
10,082
$4.7 - $12.43 $47.4K - $125K
FTGC
First Trust Global Tactical CO

ETFs
Q1 2020 Filed on May 15, 2020
189,858
$13.75 - $19.03 $2.61M - $3.61M
RWX
Spdr Dow Jones International R

ETFs
Q1 2020 Filed on May 15, 2020
43,755
$22.39 - $39.54 $980K - $1.73M
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